Category Archives: Financial Notes and News
As of June 2012, Brooke Salvini was appointed to the CalCPA Education Foundation Investment Committee.
New Financial Literacy Resources added to our Website
After the first-ever White House Summit on Financial Literacy, the White House launched a Commitment to Promote Financial Empowerment, and a subsequent new website called “Money As You Grow”. This new website highlights 20 money lessons for children, broken into … Continue reading
In the Washington Post Business section, Brooke contributes with some advice for marital couples and their finances.
2012 05 AP Wash Post Art. Newlyweds Take Heed. 7 Steps to steer clear of marital money troubles
A recent article in Pacific Coast Business Times. Brooke addresses Estate Planning and the difference a day can make.
SalviniFinancial PCBT article
PFP State Commitee Members Meet in Napa, CA
This was a photo from a recent gathering of PFP’s from our State Commitee within CalCPA. A true meeting of minds to expand knowledge and improve the process for current and potential PFP’s.
For business owners with company 401K Plans
Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer. I’m sure your Third Party Administrator will be handling this for you but as Trustee and Fiduciary of your company plan … Continue reading
How Much?
Are you wondering how much you can withdraw every month from you portfolio? How much you will save by paying an additional $200 per month on your mortgage? How much you will have in a Roth IRA verses a Traditional … Continue reading
Grab It Book
Last weekend while preparing papers for taxes I realized our “Grab It Book” was terribly out of date. These days it’s hard to know if it’s best to keep these most important documents as hardcopies or electronic. I’ve opted to … Continue reading
